ENCOMPASS WEALTH ADVISORS, LLC
Q4 2023 13F Holdings
Location
Portland, OR
Holdings as of
12/31/2023
Value ($000)
$333,346
Num holdings
274
Date filed
2/13/2024
Form type
13F-HR
Prev filing
11/7/2023
Next filing
5/13/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
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2024 Q1
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2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4 - RESTATEMENT
2020 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type